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TJX Companies Q1 Earnings Call Live Transcript
TJX Companies Q4 Earnings Call Live Transcript
Why Traders Are Front-Running LINK Instead of Waiting for Press Releases
Tracking RIME after LINK: the only checklist that actually matters.
(TJX) TJX Companies Q3 2026 Earnings Call | Live Transcript at 11:00am ET
Stocks in New York are expected to fall on Monday due to concerns over a potential government shutdown
Why I believe TJX, which reports earnings this week, is a good stock pick
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
TJX Companies edges higher after comparable sales topper
Big Lots' Mom Likes TJX - Does WSB Also Like TJX?
2022-11-18 Wrinkle-brain Plays (Mathematically derived options plays)
$TJX SMA10 & SMA20 Crossover (7% Gainer) oceanalgorithm.com
Long Term Growth Shopping Lists Should include Apparel Stocks with Big Stories ( $NKE, $FBCD , $SKX, $LULU, $SFIX, $FTCH,$ TJX, $TGT) @TENAssociates
Alright bois gird your loins, TJX comin through…
G spot ↑ $BGRY ↑ logistics automation getting momo
G spot ↑ $BGRY ↑ logistics automation getting momo
What are your top retail shopping plays as we head into the final week/s of earnings?
M (Macy's) TJX (Owns TJ Maxx) E/R Yolo DD
Berkshire Grey is a killer pure play warehouse automation bet that nobody is talking about yet; just signed FedEx to join WMT as customers
$BIG - investing in something you don’t know to lose a lot of money
Here is a Market Recap for today Thursday, May 20, 2021
Here is a Market Recap for today Thursday, May 20, 2021
Mentions
ED, AAPL, TJX. I took profits in all my high flying chip stocks last month.
Listen, when you're up several hundred percent, sell at least some of it. Book the gains, save some to the side for taxes (maybe even make an estimated payment) and enjoy. When stocks are hitting all time highs and everyone is sanguine is when you book some profits. Now you've seen the beginning of a little rotation out of tech as smarter money takes profits, and you don't know what to do. How much is up to you but if you've got a 5 bagger you can sell half the position, recover way more than your basis, and have some gains to use. Home improvements, car repair, pay off bills or debt? Any of those are good uses for big gains. If you sell and leave the funds in your account, there's nothing wrong with getting 3-4% in money market for a few months. We still have a war on, inflation raging, a pull back in the high flying AI and chip stocks, uncertainty on interest rates, etc. We also have MASSIVE IPOs coming, Anthropic and OpenAI, on top of SpaceX, so there is still room for more selling as people chase new issues. Money market too boring? Then buy shares of something in retail, health care or utilities, that has a dividend yield of 1.5% more. I hold big positions in ED, XOM, TJX, and VZ for that purpose. When I shave off huge tech gains I put some of that into positions that will pay me money. Over the long term those positions will build and compound. (I know VZ's price action has been terrible but it's now yielding 6% and their free cash flow seems to be able to support it the dividend). If you like the long term theory you can always buy more at a better price. Stocks that go parabolic always come down, even if the fundamental thesis remains. But for your sake, for your daughter's sake, there's nothing wrong with taking some profits along the way. (Tommy Boy reference). Not every trade has to be all or nothing. Okay, I should stop rambling now.
I think people are pivoting to safer stocks. Look at TJX, KMB, CLX, PEP. All green today
Yes!! Love my TJX, HD and KMB
SnDK, NASA, KMB, HD and TJX are my biggest
Dropped a bit but my TJX, HD,KMB are helping
Nothing too sexy. Probably the Mag7, WMT, TJX, COST, and key semiconductors.
I just went to Ross and picked up some t shirts for $12 and pop. Salty Crew. Going to a island soon so I needed some tees for the beach. Ross has amazing athletic gear. Workout clothes are cheap, $10 shorts and shirts. Every here and there you will find super nice polos too. When Nordstrom offloads to Nordstrom rack, Nordstrom rack goes to Ross and TJX.
I've never been to a Ross (ROST) store in my life. How does it compare to Marshalls (TJX)?
I should say, I also hold WMT and DG, so I feel I still have good exposure in this sector. Was also looking at TJX and ROST, but I think I'll hold off for now.
I went into TJX too. They are both long holds for me now.
100%!!! and good financials too . I've done very well with TJX over the last 5 years and still adding to my position.
It’s not my favorite statistic, but there’s absolutely no reason to panic. I like consumer discretionary, mostly retailers and have a strong watchlist. Not ready to buy anything except TJX, but I will eventually.
#Boomer retail stocks have been drilling hard lately: Home Depot, Lowes, McDonald's, Nike, TJX LMAO🤌
You are overthinking this. S&P 500 forward earnings estimates from LSEG are running around 20%. Earnings and backlog of the AI superstars are superior. Preparing for a potential bubble 3-5 years out is not a good investment strategy. I do not like your picks. Based on your premise there is an AI bubble coming, here are some great stocks to research in different industries. Costco - I like it and owned it for a long time, but sold last August to buy a rental property. TJX is another good retailer. Heath care has been beaten down 17-20%. I’ve been buying Medtronic on the slide down, it’s up today. If I had to buy and hold for the next five years and not look, medical devices is a good bet. Medtronic is a Dividend Aristocrat. Johnson & Johnson is another good choice, which has a good drug pipeline and medical devices, also a Dividend Aristocrat. Real Estate: My two favorite REITs, both Dividend Aristocrats with yields around 5%, Realty Income (O) and Federal Realty Investment Trust (FRT). Oil & Gas Pipelines: Enterprise Products (EPD) and Energy Transfer (ET). EPD is a Dividend Aristocrat. Financials: Goldman Sachs and East West Bancorp are in my top 10 holdings. If you think there is an AI bubble, these are some great companies in different industries that could also benefit from deploying AI to improve productivity and profitability. Good luck.
I’m mildly bullish about the whole semi-sector for the next 3-9 months. Doesn’t matter to me if it’s MU, NVDIA, TSM, AMAT or any other. It’s gonna run hot and keep running hot and overbought until there’s a glut and brutal 30-75% pullback. The Titans will come off those lows in months. The softer tickers will take 12-24 months to recover those heights. For now I’m all cash and selling otm puts against strong names that are testing highs with slight pullbacks. If I get assigned I might ride it higher for a bit, but not too high. I’ll close the position and sell puts again. Hell, I’m selling puts on the likes of WMT and TJX on some days. Steady climbers over the years and a good place to pull in a little cash until my next theta-delta play.
My sleep well at night holdings right now: Apple Amazon Microsoft Google JPMorgan Chase Mastercard Walmart Uber Caterpillar Lockheed Martin RTX Eaton Exxon Mobil NextEra Energy Johnson & Johnson Merck & Co. Coca-Cola Procter & Gamble McDonald’s Dollar General TJX Monster Beverage PepsiCo Phillip Morris Deere & Co. GE Aerospace Goldman Sachs Verizon Communications Home Depot
Along the same lines, TJX is relentlessly exponential
Another reason why I am a turbo bull for TJX.
Yeah I’d stay away…. Tried buying puts on TJX with same thought process and those places seem to be thriving.
Thesis makes sense on valuation/technicals, but shorting an off-price retailer into a weakening consumer backdrop feels like a timing problem more than a thesis problem. Ross/TJX usually benefit from trade-down demand when consumers get squeezed. You might be right eventually, but being early on a short can still kill you.
Ross’s PE ratio has been depressed for the last few years as they’ve struggled to return to their pre-tariff/covid gross margins. Their surge this past year is because they’ve demonstrated they can be as profitable as they once were, bringing their forward outlook in line with TJX’s Dude is going to get his shit wrecked.
Hmm. Not really hedging. I am in defensive stocks like ORLY TJX MCK. For energy I already have FTI. Otherwise just DCA into my indexes and high quality blue chips like GE, LLY, MSFT. Investing isn’t hard. Just need patience. Wars end. Markets don’t.
Over the past few years CASY, FAST, TJX
I didn't end up buying a lot of Ross, but later I did get in at TJX at 30% gains. At least I didn't do target like the other guy lol.
Yeah, i have to add though, im a big fan of TJX. Best na-stock over the year for me, not tech, resistant when the market dumps, going up when the others do too. That would be the last na-stock I drop. Furthermote, KLA Corporation never disappointed either, good stock.
Not once, but yeah, u dump harder, ima give u that. Still made my port green due to TJX and indra sistemas, thx o7
US and international financial sector look okay right now. TJX, cyber security
Fell like TJX, Five Below, DS/DG all had a good year end. 🤞🏻
Everyone and their mother talking about nvda and here i am shivering cause TJX earnings in 2 minutes about to decide the fate of my port.
I did some research on stocks that tend to do well even during recessions. Some of the companies mentioned were WMT, COST, TJX, and auto parts retailers such as AZO and ORLY.
I swear fuck hedging, just buy TJX.
Walmart hitting $1T feels less like a hype moment and more like the market finally pricing what the business actually is... I ran a comp screen for companies with similar structural qualities to Walmart & not “retail vibes,” but the boring stuff that compounds: * scale * logistics and distribution advantages * steady ROE * consistent cash generation No surprise, names like HD, COST, TJX show up quickly. But what stood out to me is how long the market tends to treat these as “just retail” before eventually repricing them as something closer to infrastructure with cash flow. The pattern looks familiar: * Growth slows, expectations reset * Margins hold up better than expected * Cash keeps compounding * Multiple quietly expands * Suddenly it’s viewed as a platform, not a store Walmart just crossed that psychological threshold. The more interesting question (to me) is whether a few of the other large-scale, logistics-heavy names are earlier in that same arc. Not saying “next Walmart,” but the data suggests scale + distribution + pricing power still matter a lot, even when narratives change. Is this a one-off rerating, or do a few of these models still have room to surprise? Curious what others think..
stocks like WMT and MCD have historically done really well through downturns. When middle income consumer downgrades spending, WMT and MCD benefit. You'll also see this in overperformance of TJX, ROST, etc.
I cursed too soon at you TJX. When the world burns, you rise from the ashes!
If i had to pick a clothing retailer it would be TJX. Chart looks solid
i bought all the gummy worms and bears off the shelves from Sierra. buy $TJX
lol yall get a 1% pullback and freak the fuck out. No wonder you’re all poor lmao Also, if you can’t handle drawdowns, maybe don’t full port tech stocks only. Balance with some high quality defensives like Johnson & Johnson, RTX, Caterpillar, Walmart, Coca-Cola, Procter & Gamble, PepsiCo, McDonald’s, JPMorgan Chase, Visa, Berkshire, Exxon, Lockheed, General Dynamics & TJX. Or just keep being regards. Whatever
They have different quality tiers with different distribution end points. The highest quality goes to sponsored athletes and the “official” UA stores and maybe some higher end sporting goods stores. Then a tier for the large sporting goods franchises which might have a blend of the high end stuff and another tier which is the UA outlet stores and the discount stores (inc. TJX companies) which used to be overstock but now a mix of ordered and overstocked. Anywhere in the states with an outlet mall that is still alive; you’ll find a similar model from those brands that seem to be at every outlet (Gap, North Face, Nike, Columbia, etc)
Google, Amazon, Microsoft, NVIDIA, Broadcom, Meta, Apple, TSMC, ASML, AMD, Micron, AppLovin, Eli Lilly, JPM, Berkshire, Visa, Walmart, Exxon Mobil, GE Aerospace, GE Vernova, RTX, Palantir, Uber, Amphenol, CrowdStrike, Johnson & Johnson, Arista Networks, Lam Research, Cisco, KLA Tencor, TJX, Procter & Gamble, Coca Cola, McDonald’s, FirstSolar, Albemarle, Credo, NextEra, Constellation, Shopify, SalesForce, UNH, Abbott, McKesson, Thermo Fisher, Novo, Intuitive Surgical, Applied Materials, Analog Devices, MP Materials, Linde, Williams Co., Marathon, Chevron, Shell, ConocoPhillips
Why do you say TJX? Recession coming and people going to cut down on expensive products and buy cheap?
24% with primary investment in TJX, Rolls Royce and Ford
TJX and DG was a thesis I had on the American economy / consumer spend going down… both are up but didn’t buy into them since this was my first year in the market… was just an idea I had and wanted to see if it would play out… too 3 holdings now are Google, NVDA, UBER,
KSS and ANF have ripped up 50% in 2 days. WMT is up 8%. ROST up 12%. TJX up 5%. Been a good few weeks for Consumer staples.
TJX been growing over the years like a tech stock LMAO
What are the best stocks to buy in a recession besides GLD? On my list are WMT, MCD, TJX. Whatelse? May be gun stocks? SWBI?
What are the best stocks to buy in a recession besides GLD? On my list are WMT, MCD, TJX. Whatelse?
What would you buy on this dip? Take your pick and yes one is not like the other. IBM vs. GOOGL vs. NVDA vs. TJX
Should’ve rotated into safe havens like TJX
anyone taking TJX puts this morning?
TJX with a nice pop before market open.
TJX beat ER and raised guidance… make sense middle and lower income folks gravitate to discount stores
You’re right it’s not apples to apples but my personal thesis is that the K shaped economy is going to be with us for a long time and TJX is in prime position to continue growing. They’re even raising guidance next year at a time when retailers are sounding the alarm left and right.
TJX is specifically targeting a frugal spend demographic rather than Americans at large, let alone the type of retailer, so it's not quite apples to apples.
TJX doing just fine. IMO it’s one of the best long term holds in the market in general but too expensive right now. I was hoping it may sell off after earnings but it looks like that won’t be the case.
Really curious how TJX and does tomorrow. Hopefully tells us consumer is still buying. What do you think about Abercrombie? I’m in gap and a lot of it has to do with your posts. I’m in Abercrombie for next week it just seems dumb not to be. They have minimal debt a PE of 3 and good quality clothes that my millennial friends are wearing again. The chart is crazy how bad it sold off. Seems obvious of a play to me. If gap works I’ll be increasing my Abercrombie calls significantly.
Yep my 18 calls are waiting patiently. We’ll see how TJX does tomorrow that’ll help get some clarity. If GAP gaps up I’ll be taking a portion of earnings right into Abercrombie next week.
We’ll see Friday. Last chance to enter if you are eager. I’m curious. Tomorrow will be enlightening with TJX.
They do, that’s why TJX
TGT, TJX, Lowe's earnings in the morning NVDA, PANW earnings in the evening
- TGT puts - TJX calls - NVDA calls today, re-eval tomorrow.
NVDA is the 200 call as I said, the TGT is 85 put and TJX is the 150 call. All Dec exp.
What is the strike price for TGT, TJX. NVDA?
I’m long but it’s super hated rn WMT and TJX numbers not much better than TGTs but both trade at PEs in the 30s..market treats TGT like KSS…walk around the two and you’ll see they aren’t the same…believe it will go up, just don’t know how long it will take…my other comeback plays UPS and NKE seem to pop on earnings and then give it back settling back to hated status so I could see that happening..gl
Absolutely but I’m only gonna do leaps now. Consumer stocks may catch a bead next few weeks imma try that like LULU BROS NKE TJX ???
One is TXJ, for the simple reason that my gf will always shop at TJX. And after further research, TJX is resilient to economic downturns even during recessions. Upon further research of why, women just won’t stop shopping there no matter the weather. Bought immediately!
TJX, they do share buybacks and thrive while other things are failing
Walmart is also now actively targeting high net worth individuals because even the rich are trading down to Walmart for groceries. On the other end you have Amazon entering white label which will easily match or beat the premium prices that Target tries to charge over Walmart for the same thing. Targets are also much more concentrated in urban areas which means theft. I doubt Target exists in 10 years, they are just Kmart. They can't beat Dollar stores and Walmart on price and they can't beat TJX/Home Goods/etc on quality.
[Yesterday I gave you 400% option](https://www.reddit.com/r/wallstreetbets/comments/1np84xb/comment/nfy8cz3/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) and I got made fun of. Today: $TJX 143c 09/26 .30
My portfolio jumped 11% today. Green in all 5 of my positions. COIN, MA, RGTI, SPCE, and TJX. I do also feel like we will see a dump after tomorrow. I think there will be no surprise since everyone is expecting cuts and initial targets have been hit in S&P and Nasdaq. I do think we rally October to New Year.
TJX at 140 / sh, mein gott. the company never loses
Sell that shit. Buy Costco and TJX. You're welcome.
TJX is one to consider. That’s the parent company for Marshall’s and TJ Maxx stores, retail clothing and housewares. They’ve been making serious money and the stock has been steadily climbing
Beating the index isn’t that hard if you don’t mind taking on risk. Hold SP500 ETF or all market ETF, some QQQ, and some high quality companies like MA, MSFT, LLY, TJX, NVDQ. But you have to follow your portfolio closer.
LLY, WM, TJX, I think CELH could do well following their Alani acquisition
They have their own outlets, they don’t need TJX. I went to two Lulu stores yesterday. Almost nothing sale. Jobs numbers are showing an economy struggling. This is the real reason demand has been hit.
GOOD LUCK - obviously you do not have an exit strategy to control downside risk. The biggest issue for me - decreased same store sales in their strongest market. For me, it means that will discount severely and off-load inventory to companies like TJX. I will sit out until \~$100/share area as I stated in one of [my earlier posts](https://www.reddit.com/r/stocks/comments/1mpvsyz/comment/n8qeci5/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) \- my females friends have not steered me wrong.
I’m long a September 30 QQQ put spread; 550/525. Now, I’ve lost more than 1/3 of my purchase price but in addition to a full allocation in GDX I’m comfortable in holding onto my longs which I call the best of breed stocks in software, semi’s; WMT, UBER, META, NVDA. Oh, can’t forget TJX , XLU & XLC. And so it goes.
$TJX and $ROST are making me feel semi unpleasant about my $BKE short. However, $BKE is a private label brand that imports 50% of their inventory from a factory in Mexico. Who knows, see everyone at the casino tomorrow.
Good point. Ross should be more correlated with TJX than everything-stores
I see no path to a turnaround for them: * Can't compete with Walmart / Costco on price * Can't compete with Amazon online * TJX taking over their home goods niche * Brand irreversibly tarnished by politics * Easiest company in the universe to boycott * New CEO is a copy paste of the outgoing CEO Amazing how they managed to completely dismantle the business in less than 5 years. The demise of Target will be a cautionary tale in retail for years.
That's incredible! We need more days like this! While tech is being decimated... other sectors are attracting all the money! Berkshire, AZN, MRK, ... TJX, DOW, UL, ABBV, ...
Same sector, TJX had a strong earning report and is up well. Certain companies are well positioned in the markets.